Great Collaboration

Great experience although after 2 years we are still learning, it is good for indian accounting system

Pros

The statement download from bank and reconciliation option is great GST filing options are great Dashboard is very well designed Android application is very useful

Cons

I would have prefered if it has quotation sending options also Process sometimes seems too long for creating manual vouchers

Great for a small business

We moved from an ancient copy of Billings (a Mac-only program), and chose Zoho over the main competition based on ease of use and the need to handle customer retainers smoothly.

Pros

The setup is fairly straightforward, and the learning curve is very manageable. It's really nice to have a good (and reasonable) set of defaults for categories and account structure. That made initial use and customization pretty easy to do. The documentation is generally good, and tip links are numerous.

Cons

The only thing I find even slightly annoying is that the feed connection to the bank account is often "broken", but on the positive side the status is clear and whatever issues exist seem to fix themselves automatically within a day or two. It's not really a show-stopper; it's just annoying when I want to "clean up" things and the bank feed isn't fully current.

Efficient and reliable for finance and customer relations activities

Simple, handy software with nice visual graphics: data is accessible and easy to share with other users and specialists. Zoho books will make payment and invoicing procedures smooth between sellers and buyers. However, there are small issues are waiting for their solutions which I believe that it will be soon.

Pros

1) Integration with different software programs was very easy. Especially during our customer relations workflow, there was no problem to integrate into Zoho CRM. 2) The software is easy to use, especially pricing and stock lists are very well-designed and time-saving 3) Financial reporting and bank reconciliation features let you share data with accounters which helps you to improve the quality of work procedures

Cons

1) There are limitations and restrictions in some features. For example, invoices, orders, payments. It makes editing transactions very complicated. 2) Overall, customer service is not helpful in Zoho Softwares. As a result, we had some issues getting support from customer service for Zoho books, especially, questions concerned with payments. 3) In comparison with other software programs, printing checks cost a lot in Zoho Books. There is also a limited opportunity for vendors.

It's easy to use but that's as far as it goes

The overall experience with Zoho Books has been disappointing. We were told that they were capable of so much more than what they seem to be able to deliver on. There's no real good workflow capabilities and no real way to automate processes that the user imports over and over again. If you're just starting out and don't have many sales (especially online sales) or a big budget, this is great accounting software for the value. The fact that the software developers are unable to transfer books from their own platform to an upgraded version or new version of it makes it completely incompatible with any business that is hoping to scale or merge with another company unless you have a bunch of extra staff or hours on your hands as you will be importing every transaction one by one manually.

Pros

It's easy to use if you're doing simple bookkeeping

Cons

This software is not made for those wanting to automate as much of the workflow as possible. It is also not for businesses hoping to scale with the software. The software link to the bank account and credit card frequently breaks leaving the user to have to sync manually. I have contacted customer service regarding this issue but there does not seem to be a solution. If you're looking to upgrade from a beta or lower version of books to a newer version, Zoho is not capable of transferring your old books to a new account so the user is left having to manually important each entry one by one which is ridiculous and tedious. I cannot understand why the software developer is unable to do this simple task when they were able to do it when transferring the books from Xero or QuickBooks. I’m glad others are having such success with the software but from my standpoint as an accountant I just do not see the value of the software for any company looking to scale in a digital world of eCommerce and automation, especially if the company is utilizing Amazon’s platform. The workaround I have had to implement to balance the account receivables and payables from those sales instead of having a successful either add-on or API like those of QuickBooks and Xero has also resulted in extra work which could all be automated if only the software had the capability.

All the functionality of QuickBooks - and more - at a much better price

Zoho Books has everything I need to keep my books in order, bill my clients, and track my time and expenditures. I've been very happy with this product.

Pros

Zoho Books does everything that QuickBooks does in a much more intuitive interface. It provides a ton of flexibility in looking at things from both accrual and cash methods, offers a free seat for my accountant, and allows me to track my time and bring it directly into my invoices. The ability to take pics of receipts and enter expenses directly from my phone app is great, too.

Cons

I wish that other software providers would wake up and realize that QB isn't the only game in town. Make it easier to integrate with Zoho, please! I've had some trouble syncing with my bank in the past and it took a while for customer service to understand what was really going on - there are some language barriers. But their CS agents do seem to try to help.